Episode
2026 Tax Season Kickoff: Big Beautiful Bill and Building a Better Firm
- Podcast
- Federal Tax Updates
- Published
- Jan 12, 2026
- Duration seconds
- 3610
- Processing state
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- https://share.transistor.fm/s/18c4c639
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Summary
Roger and Annie open 2026 by reviewing the major provisions from the Big Beautiful Bill that will affect this tax season, including no tax on tips, overtime exemptions, senior deductions, and car loan interest. They shift focus to practice management essentials that often get overlooked, discussing how to set boundaries with clients, right-size your firm, avoid becoming a bottleneck, and build a sustainable business model that doesn't require working 90-hour weeks. The conversation covers everything from engagement letters and payment policies to contingency planning and post-season evaluation. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode. Links mentioned in this episode Chapters (00:00) - FTU 67 (00:22) - Overview of 2026 Tax Season Changes (02:16) - Key Tax Provisions for 2025 (05:01) - No Tax on Tips and Overtime (11:44) - Senior Citizen Deduction and Car Loan Interest (14:55) - Introduction of Trump Accounts (18:53) - Practice Management and Work-Life Balance (30:10) - The Importance of Delegation and Trust (30:57) - (33:52) - Contingency Planning for Unforeseen Circumstances (41:11) - Client Engagement and Scope Management (47:13) - Post-Tax Season Evaluation (52:11) - New Legislation and Client Communication (58:15) - Final Thoughts and Encouragement Follow the Federal Tax Updates Podcast on Social Media twitter.com/FedTaxPod facebook.com/FedTaxPod linkedin.com/showcase/fedtaxpod Connect with the Hosts on LinkedIn Roger Harris Annie Schwab Review Leave a review on Apple Podcasts or Podchaser Subscribe Subscribe to the Federal Tax Updates podcast in your favorite podcast app! This podcast is a production of Earmark Media The ful…